Announcement: Custom Field Columns

April 18, 2018 17:57

Custom Field Columns are available in our Boutique and Elite subscription plans

You can upgrade to the Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

In the new Clio experience, you have the ability to customize which columns you want to display on the Matters listing page. Now, you can access custom field information by displaying it in columns on that page.

You can view your custom field data at a glance here, or export the information as a CSV to report on it in Excel.